Romer Lee and Whittingham are back
Richard Romer-Lee and Nigel Whittingham have opened the doors to their new business venture as they make a welcome return to providing quality fund research in a post-RDR world.
OBSR
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Morningstar upgrades a number of funds
BlackRock, Threadneedle and Axa are among the managers to have had their funds upgraded by Morningstar following the latest round of ratings updates.
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romer lee whittingham goodbye Morningstar
After two-and-a-half years at Morningstar, Richard Romer-Lee and Nigel Whittingham are to leave the company.
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obsr removes newton international growth
OBSR has removed its rating of the Newton International Growth Fund following the management reshuffle announced by the firm earlier this week.
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olympics come early for funds in line for medals
Olympic fever has already gripped the nation, so it was only a matter of time before it infiltrated financial services as well.
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obsr gives global funds the thumbs up
More than three-quarters of the global funds rated by OBSR at their latest meeting were upgraded, with four global equity funds deemed worthy of a higher rating.
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obsr downgrades henderson us opps fund after gilchrist departure
OBSR has removed the Henderson US Opportunities fund from its ratings service following the resignation of the portfolio manager Cory Gilchrist.
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pa analysis: fitch ratings service already obsolete and offers nothing new
Fitch’s new fund ratings service is a copy of a business model that is already broken in the UK and offers fund buyers nothing new.
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OBSR to adopt new rating scale
OBSR has announced it will adopt a new fund rating scale alongside its parent company Morningstar, to avoid potential confusion with credit rating agencies.
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Investors and managers differ on value in commodities
Investor demand for direct commodities is rising but managers favour the equities on valuation.
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PA ANALYSIS: Global equity income funds taking market share
Are UK wealth managers making the best use of the growth in global equity income funds?
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Schroders UK Mid 250 Fund loses OBSR AA rating
OBSR has removed the £1.6m Schroder UK Mid 250 Fund from its ratings service.
